SOA Wealth Advisors
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SOA Wealth Advisors’s Coherent COHR Stock Holding History

SOA Wealth Advisors’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.8K Hold
121
– – 0.01% 437
2026
Q2 		$47.7K Hold
121
– – 0.01% 397
2026
Q1 		$28.8K Hold
121
– – 0.01% 446
2025
Q4 		$22.3K Hold
121
– – ﹤0.01% 486
2025
Q3 		$13K Hold
121
– – ﹤0.01% 578
2025
Q2 		$10.8K Hold
121
– – ﹤0.01% 587
2025
Q1 		$7.86K Hold
121
– – ﹤0.01% 590
2024
Q4 		$11.5K Hold
121
– – ﹤0.01% 533
2024
Q3 		$10.8K Hold
121
– – ﹤0.01% 530
2024
Q2 		$8.77K Hold
121
– – ﹤0.01% 552
2024
Q1 		$7.34K Sell
121
-121
-50% -$6.63K ﹤0.01% 576
2023
Q4 		$10.5K Sell
242
-121
-33% -$4.36K ﹤0.01% 519
2023
Q3 		$11.8K Buy
+363
New +$14.9K ﹤0.01% 502
2023
Q1 		– Sell
-364
Closed -$12.8K – 972
2022
Q4 		$12.8K Hold
364
– – ﹤0.01% 487
2022
Q3 		$12K Buy
+364
New +$17.4K ﹤0.01% 476

Other funds holding COHR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SOA Wealth Advisors's COHR Position: Q3 2026 in Review

SOA Wealth Advisors held its Coherent (COHR) position steady in Q3 2026 at 121 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #437.

SOA Wealth Advisors first reported a position in COHR in Q3 2022 and has held it in 15 quarters since. The position peaked at $47.7K in Q2 2026. 1,050 funds tracked by Wall St. Rank hold COHR as of Q3 2026.

  • SOA Wealth Advisors held 121 shares of Coherent worth $34.8K as of Q3 2026.
  • SOA Wealth Advisors left its Coherent share count unchanged in Q3 2026.
  • Coherent made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #437 holding.
  • SOA Wealth Advisors first reported a position in Coherent in Q3 2022 and has held it in 15 quarters since.
  • SOA Wealth Advisors's Coherent position peaked at $47.7K in Q2 2026.
  • 1,050 funds tracked by Wall St. Rank held Coherent as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.